See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,437 | $100,754-79.7% | $86,677-76.4% | $134,475-84.8% |
| Participation rate | 95.8% | 78.9%+16.9pp | 76.6%+19.3pp | 81.2%+14.6pp |
| Annual return | -3.32% | 29.04%-32.4pp | 35.91%-39.2pp | 417.96%-421.3pp |
| Employer contribution / active EE | $861 | $3,489-75.3% | $2,836-69.6% | $4,740-81.8% |
| Participant deferral / active EE | $1,273 | $5,338-76.1% | $4,656-72.7% | $6,400-80.1% |
| Admin fee / account holder | $4,003 | $10,926-63.4% | $7,493-46.6% | $11,426-65.0% |